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Disclosery

Vest Financial, LLC: STT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vest Financial, LLC on STT, newest first. How the timeline and the estimate are built.

Vest Financial, LLC held 251,949 STT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,949 shares
    Change vs previous 13F -120,221 shares

    0.45% of the 13F portfolio, value $42,730,551.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 372,170 shares
    Change vs previous 13F -81,702 shares

    0.57% of the 13F portfolio, value $47,101,835.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 453,872 shares
    Change vs previous 13F +127,528 shares

    0.74% of the 13F portfolio, value $58,554,027.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 326,344 shares
    Change vs previous 13F +119,559 shares

    0.49% of the 13F portfolio, value $37,859,168.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 206,785 shares
    Change vs previous 13F +109,443 shares

    0.31% of the 13F portfolio, value $21,989,517.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,342 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,715,029.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).